Welcome to Hubble Platform

This guide will help you successfully onboard your organization to the Hubble Platform, whether you are a new customer or migrating from the standard version.

What Happens After Purchase

Getting started

What You Will Need Before Beginning

To ensure a smooth onboarding process, please have the following ready:

• Email addresses for all users who will need Platform access
• Administrator credentials for your current Hubble standard version (if migrating)

Platform Account Setup

Once your Hubble Platform account has been provisioned:

1. Check your email for a welcome message from insightsoftware containing your Platform login credentials
2. Create your password using the link provided in the email
3. Log in to the Platform using your assigned administrator account

Installation and Configuration

New Customers

1. Install the latest Hubble version with Platform support, refer to the Hubble Desktop Installation Guide.
2. Configure your repository and begin initial setup.
3. Sign in using your initial administrator credentials.
4. Add users and assign appropriate permissions (see the following User Management section).

Existing Customers (Migrating from Standard Version)

Step 1: Prepare Your Current System

Before migrating, you will need to prepare your standard version:

1. Add an email address to the administrator account that will serve as the initial admin for the repository.
2. Add email addresses for other users if available (this enables direct import to Platform).
3. Create a backup of your repository for import into the Platform version.

Step 2: Complete the Migration

1. Install the latest Hubble version with Platform support
2. Restore your repository from the standard version backup using the Administrator tool
3. Sign in to the repository using the administrator email address from your standard version

   Ensure this administrator account exists in the Platform

4. Verify that all administrative options are available after successful authentication

User Management

Adding Users to Platform

You can add users using one of these methods:

• Direct import: Use the Platform CSV template if you have user details readily available
• From exported data: For migrating customers, export users from the Administrator tool, add email addresses, then import using the Platform CSV template

Refer to the Hubble Administration and Configuration Guide for details.

User License Types

The Platform supports three user license types:

• Designer : Can create and modify reports and dashboards
• Power User: Advanced user capabilities
• Viewer: Read-only access to reports and dashboards

Web Access Configuration

Setting Up Web Authentication

Admin Login Setup (for Platform integration)

1. In your Admin.exe config file, set the authentication mode to Standard.
2. Sign in to the Admin Repository using your username and password.
3. Map an email address that exists in the Platform to your Administrator user.
4. Close the Administrator tool.
5. Update the Admin.exe config file to use Platform authentication.
6. Sign in again using the email you mapped to the Administrator user in the Platform.

Yellowbox Configuration (Technical Setup)

Support and Next Steps

Getting Help

• Product information: Visit https://insightsoftware.com/hubble/
• Technical support: Contact Professional Services at http://central.insightsoftware.com/ or email HubbleServices@insightsoftware.com
• Upgrade questions: Professional Services team can assist with parallel installations and training

What Happens Next

After completing your onboarding:

1. A Product Manager will contact you to confirm successful setup
2. You can begin adding additional users and configuring your Hubble environment
3. Professional Services is available for training and advanced configuration assistance

Additional Resources

• Platform License Management documentation
• Multi-Product Support guides
• Solution SKU configuration help